Search results

This competition should be among those whose sole source of income is trading..period. I am not taking away from AMT's ability, but trading as a sole source of income is wayyyy different then knowing you can cover the monthly nut with other monies coming in. Just my opinion, but it's a big...

Bot 500 IACI on 12/10/03 28.50 ....closed out at 33.40 on 12/23... +17.1%....is this OK...? :confused: And if so ..where is my toaster!!!!! Best to all, Happy Holidays David

Just means higher stock prices..BUY MCD..just a hiccup. Will be totally ignored by next week. Best, David

RIMM is just a reminder that we have never left the bubble days... truly remarkable to me that after 3 1/2 years the same nonsense is just replicated all over again.... RIMM TASR NTES ASKJ SNDK..the list is endless..... Now before you call me a sore loser...I called SP 1147 very...

I still wish Buffet was my Dad; and not the economist..... Life would be much better with an ignorant rube of a Dad with 37, billion, than some smart ass "refuter" economist! GN all David

I read that Fortune article, but fell asleep 1/2 way thru! 37 billion bucks on pure dumb luck!:D Maybe we shouldn't try too understand "too" much! Best, David

11/10/2004

Look for stocks that have had hi volume breaks and then retrace on light volume ..then put them out..this has been a huge add to our returns... See: JBLU, ERTS, SNDK, KKD, PNRA, NTES, SINA, LNCR, AMZN, CECO, and AZO. There are opps both ways in this mkt. Just gotta dig around for 'em...

If you go back to 1960 on SP...the average gain during the two years leading up to an election after putting in a bottom is 44%. So if you beleive that the Oct 9, 2002 bottom of about 775ish is for real, then the SP should top out soon at 1120ish, base and churn. But if you use the closing...

Long 500 IACI since 28.50 from last week. Will verify date soon. Off to snooze..this mkt has me punch drunk! Best David

Anyone in NYC does not take this stuff lightly. Close friend of mine is a LT, in NYPD ..this type of news is their greatest fear, not another 9/11. Soft targets are #1 priority. just no way to know. Careful out there. david

Both are over-owned.

10.8 billion ...still not bad though! My wife's cousin works at GS, he's 38..but looks 60! Sweatshop of the street along with CSFB. Best, david

:D

True but the stock is richly priced, and the Street doesn't like trading revs to be a major source of income. When I followed Bankers Trust in the 1990s it consistently beat the consensus, and had 25% ROE qtr to qtr, but only got a 7 multiple, becuase they made mint trading. Best, David

GS had a tremendous long position in the Euro. Start there. SS GS! Best, David

Nonsense.... I have been Short the following: SNDK from 79 ..closed at 55 JBLU from 70 ERTS from 101 PNRA from 46 NTES from 70 SINA from 43 AMZN from 58 KLAC from 60 These are all over-owned and over loved..PM for details. Best, David

Yet another opaque situation... Wrist slap for most..no one gives crap about this stuff at Dow 10,100, who really cares at this point? SS GS just in case, probably get reamed anyway. Best, David

This is such a tough group to guage. These were held so dear in the 1990's and now no one but no one wants them. The contrarian in me say to step up..but if you look at the piplelines, and competition from the generics..this is a battlefield. The only one we like now is PFE, for the...

Good! :) Me too:D